Jaguar has built thousands of new I-Pace vehicles for Waymo. It’s probably Waymo buying the full remaining capacity before I-Pace production is shut down.
My guess is they shelved plans for procuring all 20,000 I-Pace vehicles, but then saw 10x ride growth in a year and with tariffs looming over Zeekr vehicles, they bought out I-Pace production capacity to meet short-term demand.
Jaguar Land Rover is deprecating the I-Pace (and almost every other model) in order to concentrate on the F-Pace EV SUV along with newer greenfield EV models.
JLR is also owned by India's Tata Group, and most of the upcoming EV models share components with Tata Motor's EVs (eg. Batteries, power electronics, etc).
It can be treated as part of JLR's long term pivot towards the India market, where SUVs and CUVs tend to have strong PMF unlike Sedans, and I-Pace, being manufactured in Austria, is difficult to operate in for an Indian company because of the lack of EU-India FTA.